Cary Street Partners Continues Growth in Virginia, Welcomes Russell T. “Rusty” Jones, CPA
RICHMOND, Va.–(BUSINESS WIRE)–Cary Street Partners today announced that Russell T. “Rusty” Jones, CPA, has joined the firm as a Financial Advisor in the Wytheville, VA, office. Rusty brings decades of experience advising individuals and businesses as both a Financial Advisor …
New Mural at Hugh Mercer Elementary ‘A Work of Love’
The project, financed by Cary Street Partners along with Hugh Mercer Elementary, is expected to be completed by the end of June as a gift to the Fredericksburg community and a symbol of what those with special needs can achieve …
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Patrick T. Black joins Cary Street Partners as Senior Compliance Manager
Richmond BizSense reports on Patrick Black’s hire in its story — The Herd: New hires, promotions & departures for 2.16.21. View The Article …
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Cary Street Partners receives a Gramercy Institute 2020 Financial Content Marketing Award for the CIO Conversation Series
The video series won the Single Country, B-to-C Wealth Management category, judged by senior financial services industry professionals.
Gramercy Institute’s Financial Marketing Strategy Award. Awarded in March 2020 based on marketing strategy work conceived and/or executed within the 12 months preceding entry. $350 entry fee paid. No post-award logo, licensing, royalty, or promotional fee paid for use of the ranking. …
Cary Street Partners named to the Barron’s list of 2020 Top 100 Registered Investment Advisors in the United States
Our independent firm ranking expands to 100 spots this year, and our rankings formula includes several new metrics.
Awarded in September 2020 by Barron’s for data from July 2019 through June 2020. Licensing, royalty, and promotion fees paid for use of the ranking. …
Cary Street Partners Recognized in Financial Advisor Magazine 2020 RIA Top 50 Fastest Growing Firms
When the coronavirus came to the U.S. shores and the economy was suddenly forcibly shut down in March, Americans came to grips with a number of philosophical questions…
FA Magazine’s Top 50 Fastest-Growing RIAs. Awarded in August 2020, based on assets under management growth reported on Form ADV. Licensing fees of $3,040.87 paid to Charter Financial Publishing. Financial Advisor Magazine’s Top 50 Fastest-Growing RIAs ranking is based solely on the percentage growth in assets under management reported by participating firms and does not reflect investment performance, advisory quality, or client experience. The ranking should not be interpreted as an endorsement or an indication of future results. …
Cary Street Partners Named to 2020 Financial Times 300 Top Registered Investment Advisers
Cary Street Partners today announced that the firm has been named to the 2020 edition of the Financial Times (“FT”) 300 Top Registered Investment Advisers.
Financial Times Top 300 RIAs, developed and tabulated by the Financial Times in partnership with Ignites Research. Awarded in 2018 and 2020. No fees paid. …
Financial advisory firm extends acquisition streak
A Richmond-based wealth management firm looked eastward for its latest acquisition. Cary Street Partners on June 30 absorbed Virginia Beach-based Waypoint Advisors, giving the firm its first presence in Hampton Roads. Joe Schmuckler, CEO of Cary Street Partners, said the …
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wealthmanagement.com: Cary Street Acquires $215 Million AUM Waypoint Advisors
Cary Street will merge with Waypoint Advisors, creating a combined firm with $4 billion in client assets. Cary Street Partners, the wealth management arm of Cary Street Partners Financial based in Richmond, Va., has acquired Waypoint Advisors, a Virginia Beach, …
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Richmond Times Dispatch: Richmond-based Cary Street Partners agrees to acquire Virginia Beach-based investment advisory firm
The Richmond-based wealth management firm Cary Street Partners is acquiring a Virginia Beach-based investment advisory firm. Cary Street Partners said Tuesday it has entered into a definitive agreement to acquire independent registered investment advisor Waypoint Advisors. Founded in 2001, Waypoint …